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Key Sessions

Joe Saliba

Letters from Silicon Valley and Cambridge on the next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

PLEASE NOTE THE 2019 AGENDA IS COMING SOON - See below for the 2018 Main Conference Day One
Monday, 11 June 2018

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PLEASE NOTE THE 2019 AGENDA IS COMING SOON - See below for the 2018 Main Conference Day OneMonday, 11 June 2018

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Streams

Business Leaders Forum

Fund Buyer Solutions

Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)

Fund Buyer Solutions - Investment Solutions Workshop (open to all)

FundForum Global ESG

FundForum Ops

FutureFinance 2.0

Grand Plenary

Professional Development

Formats

Informal Session

Interview

Keynote

Networking

Panel Discussion

Presentation

Quickfire Showcase

Working Group

Workshop

Topics

AI, quant and the future value of active management

Distribution and the customer

ETFs and passive

Global ESG & impact in the portfolio

Investor insight

Operational transformation and implementation

Portfolio construction 2.0

The macro view and asset classes

Breakfast Networking

Showing
of
Streams

Grand Plenary

Business Leaders Forum

Fund Buyer Solutions

08:00
-
08:30

Registration & Welcome Coffee

More

07:45
-
08:30

Info

CEO Breakfast Briefing with Professor Amin Rajan: Building a robust business model in the age of volatility – Three steps the smartest leaders must make to regain investors trust: solving business leaders' #1 task

Fund manager CEOs must act urgently to regain investors’ trust and build the foundations for a sustainable business model: Hidden fee disclosures will do nothing to heal industry’s reputation

First, they exercise duty of care. They understand their clients’ risk tolerances, offer products that their clients need rather than the ones managers have, avoid unrealistic claims about returns, offer proactive investment ideas and elicit regular client feedback. Such engagement typically produces new ideas, manages expectations, raises awareness and avoids panic buying and selling. Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

SpeakerTom Brown -
Global and UK Head of Asset Management,
KPMG in the UK

More

08:45
-
09:15

Info

Leveraging technology, data and innovation to create new financial wellness outcomes and asset classes: How the growing convergence of financial services is big future growth opportunity for investment management to solve real-life problems for the digital customer

Innovation insights from one of the foremost venture capitalists in an holistic approach to financial wellness. Hear case studies from entrepreneurs working at the cutting edge of new product development and asset classes that deliver outcomes and solve real life problems for the customer

8.55 - 9.15 Translating the latest innovations in client outcomes into new product opportunities for asset and wealth management: How can providers expand relevance and deepen relationships with consumers, employers and advisors with an improved understanding of outcomes and risk?

Letters from Silicon Valley and Cambridge on the next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

Two views from the world's greatest centres of technology innovation. Understand the impact of the next industrial revolution in augmented AI and Quantum Computing on what and how the investment management industry invests today.

Letters from Silicon Valley and Cambridge on next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

9.15 – 9.22 Letter From Silicon Valley – The future of finance is augmented AI and the New Collar Worker: Manoj Saxena, Chairman, COGNITIVE SCALE; Former First GM of IBMWatson

How will the most successful asset managers and wealth managers use data and technology to take advantage of this emerging opportunity? How to improve the business and engage new clients and consumer groups?

The macro leaders’ perspectives: Contrasting views on the US, UK and Eurozone and the implications for yields and equity markets and inflation dynamics

Join the top economist Megan Greene, Manulife, Tom Caddick, Santander, one of Europe's leading fund buyers, and leading global macro fund manager, Steven Romick, FPA as they discuss their take on leading macro questions of the day with influential CIO, Chris Ralph, St James' Place.

How are COOs dealing with implementing transformation across single and multiple technologies and businesses: best practice in dealing with the responsibility and oversight of implementing transformation to enable future growth and agility

Dealing with the responsibility and oversight while enabling future growth and agility

New Research from EY (10 mins) followed by panel discussion and audience Q&A

Crucial developments for designing B2C technology platforms for human and robo distributors. Exploring new vistas on suitability (profiling, client engagement and gamification, risk capacity, goals) with a specific focus on goals-based investing. How can digital innovations help us craft client solutions that transition seamlessly from accumulation to decumulation?

What are the independent innovators doing? Innovation in goals-based investing: crucial concepts for designing B2C technology platforms for human and robo distributors

How passives blend with actives in a diversified portfolio representing a continuum of risk, instead of constituting binary choices: Best practice in how to apply and blend active, passive and alternative solutions in a comingled investment solution

Robotics and RPA – Best practice in how machine learning and robotics is transforming key back office processes

With increasing pressure on margins due to a never-ending regulatory avalanche as well as strong competition from disruptive new entrants, financial institutions need to reinvent themselves, be smarter in the way they work, and turn their labour cost-cutting strategies into process efficiency strategies.

In this context, the emergence of robotic process automation (“RPA”) and digital labour represent significant opportunities for market players to surf the wave of the future. The development of these technologies in recent years makes them now ready to support the transformation in a real way

SpeakerGuillaume Garchery -
Head of Quantitative Research and Development,
La Française Investment Solutions

More

15:40
-
16:30

Info

Alternative assets and social sentiment: Mining social media to mitigate risk, drive alpha and empower, not manipulate, the consumer

Social media data has held enormous promise for organisations, but is still regarded by many as a marketing tool. By overcoming the challenge of accurately structuring social media data, companies and political organisations are now able to benefit from a huge source of volunteered public opinion.

BrandsEye CEO, Jean Pierre Kloppers, looks at the link between social media sentiment and company performance, the predictive capabilities of opinion data in both the commercial and political spheres and the key challenges and risks associated with mining social data.

PresenterJean Pierre Kloppers -
CEO,
BrandsEye (Pty) Ltd

More

14:30
-
14:55

Info

What are the returns and benefits to investors of SI in the cross asset portfolio? Best practice in defining your SRI product strategy to maximise distribution

How a new approach to risk management, governance and the interaction with long-term liability investing is transforming asset allocation

Comparing different objectives and portfolio approaches from three leading European fund buyers

How to integrate ESG in the portfolio? Best practice from fund buyers and leading providers on the most effective and beneficial approaches

How are top funds capitalising on the newest ideas in energy, sustainability and clean technologies in their portfolios?

15:10 Part 1 - New Insight with ESG Investors

Moderated by Rohit Vaswani, EXPERT INVESTOR

Herdis Funck, CREDIT SUISSE

Hans-Juergen Schaefer, EVANGELISCHE BANK

Ralf Mielke, JULIUS BAER

15.30 Part 2 - Where do you sit on the ESG spectrum and why? From negative screening to thematic or activist strategies how do you position, measure and manage the balance between performance and impact?

The FundForum & Temenos Multifonds Fintech Innovation Jam: How to integrate innovative solutions to specific business problems across the fund management ecosystem - and cut costs

What are the newest innovations solving specific business problems across fund and wealth management?

Seven firms have seven minutes each to explain how their innovations solve specific problems in fund administration, asset management and wealth management.

With a panel of expert judges from across the ecosystem and audience voting with Sli.do, who will win?

EDGELAB

INPHERGDPR-compliant Machine Learning and Analytics on sensitive data

IZNES

RSRCHXCHANGEMiFID II research marketplace and aggregator

TRANSFICCeTrading solution for the Fixed Income markets

UMEDigital fund distributor due diligence utility platform

WEALTH INITIATIVE

Chair & JudgeBen Robinson -
Chief Strategy Officer,
Temenos

JudgeAndrew Lodge -
MD, European Operations,
Nedgroup Investments

JudgeEdward Wierenga -
Head of Business Implementation,
NN Investment Partners

PresenterPierre Davoust -
CEO,
IZNES

PresenterDouglas Azar -
Founder,
WealthInitiative

PresenterMathieu Cambou -
Co-Founder,
Edgelab

PresenterJordan Brandt -
CEO & Co-Founder,
Inpher

PresenterSteve Toland -
Founder,
TransFICC

PresenterVicky Sanders -
Co-CEO,
RSRCHXchange

PresenterLaurent Denayer -
CEO,
Ume Solutions

More

17:00
-
18:00

Info

Wealth Management 2.0: Understanding your digital value proposition and building your corporate and personal brand for winning and retaining customers across all ages and customer segments

Workshop Moderated by Digital wealth management expert April Rudin, one of the world’s most influential digital wealth management influencers @aprilrudin . What does this mean for you? In this workshop we will explore key issues for asset managers and wealth managers -

People do business with people they like and trust- new directions and best practice in customer engagement, retention and satisfaction. Where do your customers put you on the value chain and how do you inspire trust in your organisation and align to their interests?

How can you offer genuine usability and personalisation – customers will not engage with firms where a high degree of time and effort is required to interact.

A Case Study on how to get a fund manager to run an ESG strategy tailored to your goals?

What are the challenges, do you go down the fund route or the segregated mandate route? How do you explain your overall ESG philosophy to fund managers as well as clients to ensure everyone in the value chain is aligned?

Come to one of the most sought after venues in Berlin in the heart of the famous Tiergarten. Renowned as one of Berlin’s most famous restaurants and beer gardens, this is a perfect place to relax and network after a long day of inspiration

CEO Breakfast Briefing with Professor Amin Rajan: Building a robust business model in the age of volatility – Three steps the smartest leaders must make to regain investors trust: solving business leaders' #1 task

ModeratorProfessor Amin Rajan -
Founder,
Create Research

Fund manager CEOs must act urgently to regain investors’ trust and build the foundations for a sustainable business model: Hidden fee disclosures will do nothing to heal industry’s reputation

First, they exercise duty of care. They understand their clients’ risk tolerances, offer products that their clients need rather than the ones managers have, avoid unrealistic claims about returns, offer proactive investment ideas and elicit regular client feedback. Such engagement typically produces new ideas, manages expectations, raises awareness and avoids panic buying and selling. Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

SpeakerTom Brown -
Global and UK Head of Asset Management,
KPMG in the UK

08:45 -
09:1530 mins

Info

Grand Plenary

Leveraging technology, data and innovation to create new financial wellness outcomes and asset classes: How the growing convergence of financial services is big future growth opportunity for investment management to solve real-life problems for the digital customer

Innovation insights from one of the foremost venture capitalists in an holistic approach to financial wellness. Hear case studies from entrepreneurs working at the cutting edge of new product development and asset classes that deliver outcomes and solve real life problems for the customer

8.55 - 9.15 Translating the latest innovations in client outcomes into new product opportunities for asset and wealth management: How can providers expand relevance and deepen relationships with consumers, employers and advisors with an improved understanding of outcomes and risk?

Moderated by Nuala Walsh, UN WOMEN

with innovators

Josef Wasinski, UNMORTGAGE

Fahd Rachidy, ABAKA

Dan Smith, EXPONENTIAL VENTURES

Sam Ghiotti, ANTHEMIS

09:15 -
09:4530 mins

Info

Grand Plenary

Letters from Silicon Valley and Cambridge on the next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

Two views from the world's greatest centres of technology innovation. Understand the impact of the next industrial revolution in augmented AI and Quantum Computing on what and how the investment management industry invests today.

Letters from Silicon Valley and Cambridge on next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

9.15 – 9.22 Letter From Silicon Valley – The future of finance is augmented AI and the New Collar Worker: Manoj Saxena, Chairman, COGNITIVE SCALE; Former First GM of IBMWatson

How will the most successful asset managers and wealth managers use data and technology to take advantage of this emerging opportunity? How to improve the business and engage new clients and consumer groups?

Join the top economist Megan Greene, Manulife, Tom Caddick, Santander, one of Europe's leading fund buyers, and leading global macro fund manager, Steven Romick, FPA as they discuss their take on leading macro questions of the day with influential CIO, Chris Ralph, St James' Place.

Three funds present comparative solutions to finding returns in from of a buyer-only audience, followed by open discussion

XTRACKERS - US Yield Seeking

FIRST TRUST - Harvesting Yield Divergence

ODDO BHF - Smart Factor USA

12:15 -
13:0045 mins

Info

FundForum Ops

How are COOs dealing with implementing transformation across single and multiple technologies and businesses: best practice in dealing with the responsibility and oversight of implementing transformation to enable future growth and agility

Crucial developments for designing B2C technology platforms for human and robo distributors. Exploring new vistas on suitability (profiling, client engagement and gamification, risk capacity, goals) with a specific focus on goals-based investing. How can digital innovations help us craft client solutions that transition seamlessly from accumulation to decumulation?

What are the independent innovators doing? Innovation in goals-based investing: crucial concepts for designing B2C technology platforms for human and robo distributors

12.15 -12.25 Research Briefing

Greg B Davies, PhD Head of Behavioural Science OXFORD RISK

12.25 Panel Discussion

Vinay Jayaram, ENVIZAGE

Paul Resnik, FINAMETRICA

Rick di Mascio, INALYTICS

12.50 Open Q&A

12:20 -
13:0040 mins

Fund Buyer Solutions - Investment Solutions Workshop (open to all)

German Institutional Investors on managing short and long term liabilities: how to incorporate long-term and illiquid investments into a traditional funds portfolio

SpeakerEdward Wierenga -
Head of Business Implementation,
NN Investment Partners

With increasing pressure on margins due to a never-ending regulatory avalanche as well as strong competition from disruptive new entrants, financial institutions need to reinvent themselves, be smarter in the way they work, and turn their labour cost-cutting strategies into process efficiency strategies.

In this context, the emergence of robotic process automation (“RPA”) and digital labour represent significant opportunities for market players to surf the wave of the future. The development of these technologies in recent years makes them now ready to support the transformation in a real way

Implementation of RPA solutions via case studies

14:30 -
15:4070 mins

Info

FutureFinance 2.0

Innovations in quantitative and AI product strategy: How and why to apply AI technologies to quantitative and systematic products in the business

How are top funds capitalising on the newest ideas in energy, sustainability and clean technologies in their portfolios?

15:10 Part 1 - New Insight with ESG Investors

Moderated by Rohit Vaswani, EXPERT INVESTOR

Herdis Funck, CREDIT SUISSE

Hans-Juergen Schaefer, EVANGELISCHE BANK

Ralf Mielke, JULIUS BAER

15.30 Part 2 - Where do you sit on the ESG spectrum and why? From negative screening to thematic or activist strategies how do you position, measure and manage the balance between performance and impact?

Alternative assets and social sentiment: Mining social media to mitigate risk, drive alpha and empower, not manipulate, the consumer

PresenterJean Pierre Kloppers -
CEO,
BrandsEye (Pty) Ltd

Social media data has held enormous promise for organisations, but is still regarded by many as a marketing tool. By overcoming the challenge of accurately structuring social media data, companies and political organisations are now able to benefit from a huge source of volunteered public opinion.

BrandsEye CEO, Jean Pierre Kloppers, looks at the link between social media sentiment and company performance, the predictive capabilities of opinion data in both the commercial and political spheres and the key challenges and risks associated with mining social data.

15:50 -
16:3040 mins

Info

Fund Buyer Solutions

How passives blend with actives in a diversified portfolio representing a continuum of risk, instead of constituting binary choices: Best practice in how to apply and blend active, passive and alternative solutions in a comingled investment solution

Workshop Moderated by Digital wealth management expert April Rudin, one of the world’s most influential digital wealth management influencers @aprilrudin . What does this mean for you? In this workshop we will explore key issues for asset managers and wealth managers -

People do business with people they like and trust- new directions and best practice in customer engagement, retention and satisfaction. Where do your customers put you on the value chain and how do you inspire trust in your organisation and align to their interests?

How can you offer genuine usability and personalisation – customers will not engage with firms where a high degree of time and effort is required to interact.

17:00 -
17:2020 mins

Info

FundForum Global ESG

A Case Study on how to get a fund manager to run an ESG strategy tailored to your goals?

What are the challenges, do you go down the fund route or the segregated mandate route? How do you explain your overall ESG philosophy to fund managers as well as clients to ensure everyone in the value chain is aligned?

Come to one of the most sought after venues in Berlin in the heart of the famous Tiergarten. Renowned as one of Berlin’s most famous restaurants and beer gardens, this is a perfect place to relax and network after a long day of inspiration